Table of Contents
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| Note |
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Power BI is more capable than Excel Power Query in understanding the data |
Reporting Tables (vbi_)
Customers = Debtors
vbi-journal lines = includes all information required for analysis of journals. Example - control line will be indicated. Every line has debit / credit / link to a GL account.
Purchase order is only the header (but joining 3 tables of different types of orders - sales, purchases, returns etc) - hence the reason for this being there
purchase order lines references purchase order table - so use this
Sales Order - no sales order lines - sales order has all the information
Microsoft Power Bi process
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The ideal place for this database is in SQL Azure - it is cheap and in the same place as Power Bi Online so data does not travel across your network for designing and refreshing the report data.
- For those that like excel it can also connect to Azure... https://blogs.technet.microsoft.com/office_online_support_blog/2015/10/29/excel-online-refreshing-data-to-a-sql-azure-database/ and https://powerbi.microsoft.com/en-us/documentation/powerbi-azure-sql-database-with-direct-connect/
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